Integration
Connect Smartsheet via API Token and WorkflowMax
When New favorite fires in Smartsheet via API Token, your agent runs Create Job Task in WorkflowMax, or Job Category Created in WorkflowMax to Add rows in Smartsheet via API Token. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Smartsheet via API Token and WorkflowMax to do together?
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https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Smartsheet via API Token and WorkflowMax can do together
From Smartsheet via API Token to WorkflowMax
When New favorite in Smartsheet via API Token
then Create Job Task in WorkflowMax
When New row in Smartsheet via API Token
then Create Lead in WorkflowMax
From WorkflowMax to Smartsheet via API Token
When Job Category Created in WorkflowMax
then Add rows in Smartsheet via API Token
When Job Cost Added in WorkflowMax
then Create a discussion on a row in Smartsheet via API Token
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Smartsheet via API Token and WorkflowMax
Triggers and actions 32 triggers · 113 actions
Trigger
List contactsList contacts
Trigger
List dashboardsList dashboards
Trigger
List org groupsList org groups
Trigger
List reportsList reports
Trigger
List sheetsList sheets
Trigger
List workspacesList workspaces
Trigger
New favoriteTriggers when a new item is added to your favorites.
Trigger
New rowPolling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.
Trigger
New search resultTriggers when a new item matches your search query.
Action
Add columnsAdd columns
Action
Add favoritesAdd favorites
Action
Add image to cellAdd image to cell
Action
Add rowsAdd one or more rows to a sheet. Provide an array of row objects with cells.
Action
Add summary fieldsAdd summary fields
Action
Attach file or URL to commentAttach file or URL to comment
Action
Attach file or URL to rowAttach file or URL to row
Action
Attach file or URL to sheetAttach file or URL to sheet
Action
Attach new versionAttach new version
Action
Copy folderCopy folder
Action
Copy rows to another sheetCopy rows to another sheet
Action
Copy sheetCopy sheet
Action
Copy workspaceCopy workspace
Action
Create a commentCreate a comment
Action
Create a discussion on a rowCreate a discussion on a row
Action
Create an update requestCreate an update request
Action
Create cross-sheet referencesCreate cross-sheet references
Action
Create discussionCreate discussion
Action
Create folderCreate a folder in the user's Home.
Action
Create folder in workspaceCreate folder in workspace
Action
Create proofCreate proof
Action
Create proof discussionCreate proof discussion
Action
Create proof requestCreate proof request
Action
Create sheetCreates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.
Action
Create sheet in folderCreate sheet in folder
Action
Create sheet in workspaceCreate sheet in workspace
Action
Create workspaceCreate workspace
Action
Delete a commentDelete a comment
Action
Delete a discussionDelete a discussion
Action
Delete an update requestDelete an update request
Action
Delete attachmentDelete attachment
Action
Delete columnDelete column
Action
Delete favoritesRemoves one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.
Action
Delete folderDelete folder
Action
Delete reportDelete report
Action
Delete rowsDelete rows
Action
Delete sent update requestDelete sent update request
Action
Delete sheetDelete a sheet by id.
Action
Delete summary fieldsDelete summary fields
Action
Delete workspaceDelete workspace
Action
Edit a commentEdit a comment
Action
Get a commentGet a comment
Action
Get an update requestGet an update request
Action
Get attachmentGet attachment
Action
Get columnGet column
Action
Get contactGet contact
Action
Get cross-sheet referenceGet cross-sheet reference
Action
Get discussionGet discussion
Action
Get folder metadataGet folder metadata
Action
Get proofGet proof
Action
Get reportGet report
Action
Get rowGet a single row from a sheet by row id.
Action
Get sent update requestGet sent update request
Action
Get sheetGet a sheet by id, including its rows and columns.
Action
Get sheet summaryGet sheet summary
Action
Get summary fieldsGet summary fields
Action
Get userGet user
Action
Get workspaceRetrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.
Action
Is favoriteIs favorite
Action
List attachmentsList attachments
Action
List columnsList all columns of a sheet.
Action
List contentsList contents
Action
List cross-sheet referencesList cross-sheet references
Action
List discussion attachmentsList discussion attachments
Action
List discussionsList discussions
Action
List discussions with a rowList discussions with a row
Action
List folder childrenList folder children
Action
List foldersList the folders in the user's Home.
Action
List proof attachmentsList proof attachments
Action
List proofsList proofs
Action
List row attachmentsList row attachments
Action
List sheet rowsConvenience read: returns the rows of a sheet (the full sheet object with rows and columns).
Action
List sheetsList all sheets the user has access to.
Action
Lists sent update requestsLists sent update requests
Action
List update requestsList update requests
Action
List workspace childrenList workspace children
Action
List workspacesList all workspaces the user has access to.
Action
Move folderMove folder
Action
Move rows to another sheetMove rows to another sheet
Action
Move sheetMove sheet
Action
SearchSearch across all sheets the user can access for the given text.
Action
Search sheetSearch a specific sheet for the given text.
Action
Send report via emailSend report via email
Action
Send rows via emailSend rows via email
Action
Send sheet via emailSend sheet via email
Action
Sort rows in sheetSort rows in sheet
Action
Update an update requestUpdate an update request
Action
Update columnUpdate column
Action
Update folderUpdate folder
Action
Update proof statusUpdate proof status
Action
Update rowsUpdate one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.
Action
Update sheetUpdate sheet
Action
Update summary fieldsUpdate summary fields
Action
Update workspaceUpdate workspace
Trigger
Job Category CreatedTriggers when a new job category is created in WorkflowMax.
Trigger
Job Cost AddedTriggers when a new cost is added to any job.
Trigger
Job Document AddedTriggers when a new document is added to the selected WorkflowMax job.
Trigger
Job Task AddedTriggers when a new task is added to a job in WorkflowMax.
Trigger
Job Task CompletedTriggers when a task on the selected job is marked completed.
Trigger
Job Task UpdatedTriggers when a task on the chosen job is added or changed.
Trigger
Job UpdatedTriggers when a job is created or any of its details change in WorkflowMax.
Trigger
List Job TasksTriggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
Trigger
New Client CreatedTriggers when a new client is created in WorkflowMax.
Trigger
New Cost CreatedTriggers when a new cost item is added to the WorkflowMax cost list.
Trigger
New Custom Field CreatedTriggers when a new custom field definition is created in WorkflowMax.
Trigger
New Invoice CreatedTriggers when a new invoice is created in WorkflowMax.
Trigger
New Job CreatedTriggers when a new job is created in WorkflowMax.
Trigger
New Job StatusTriggers when a new job status is added to the WorkflowMax account.
Trigger
New LeadTriggers when a new lead is added in WorkflowMax.
Trigger
New or Updated QuoteTriggers when a quote is created or an existing quote changes in WorkflowMax.
Trigger
New PO Bill CreatedTriggers when a new bill is created against a purchase order in WorkflowMax.
Trigger
New Purchase Order CreatedTriggers when a new purchase order is created in WorkflowMax.
Trigger
New Quote AcceptedTriggers when a quote in WorkflowMax is accepted.
Trigger
New Quote IssuedTriggers when a quote in WorkflowMax is in the Issued state.
Trigger
New Supplier CreatedTriggers when a new supplier is created in WorkflowMax.
Trigger
New Task CreatedTriggers when a new task type is created in WorkflowMax settings.
Trigger
New Timesheet CreatedTriggers when a new timesheet entry is created in WorkflowMax.
Action
Create ClientCreates a new client in WorkflowMax.
Action
Create Cost AdminCreates a cost item in the WorkflowMax cost settings list.
Action
Create JobCreates a new job in WorkflowMax for a client.
Action
Create Job CostAdds a cost line to an existing WorkflowMax job.
Action
Create Job TaskAdds a task from your WorkflowMax task list to a job.
Action
Create LeadCreates a new lead in WorkflowMax.
Action
Create Purchase OrderCreates a draft purchase order with one line for a job and supplier.
Action
Create Task AdminCreates a task in your WorkflowMax task list, which can then be added to jobs.
Action
Create TimesheetLogs time against a job task for a staff member.
Action
Find AccountFinds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
Action
Find Business StructureFinds client business structures (such as Company or Sole Trader) whose name contains the text you give.
Action
Find ClientFinds clients whose name contains the text you give.
Action
Find Client TypeFinds client types in WorkflowMax whose name contains the text you supply.
Action
Find JobFinds jobs whose name or job number contains the text you supply.
Action
Find Job CostFinds costs on a WorkflowMax job whose description or code contains the text you supply.
Action
Find Job StatusFinds job statuses in your WorkflowMax account whose name contains the text you give.
Action
Find Job TaskFinds the tasks on a job whose name or description contains the text you supply.
Action
Find StaffFinds staff members in WorkflowMax whose name or email contains the text you supply.
Action
Find TaxFinds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Smartsheet via API Token and WorkflowMax, answered
What can start an automation from Smartsheet via API Token?
Any of Smartsheet via API Token's 9 triggers in the catalog, including New favorite, New row, New search result and List contacts. Describe the moment in plain language and your agent picks the right one.
What can your agent do in WorkflowMax when something happens in Smartsheet via API Token?
Any of WorkflowMax's 19 actions, including Create Client, Create Cost Admin, Create Job and Create Job Cost. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WorkflowMax to Smartsheet via API Token?
Yes. When something happens in WorkflowMax, your agent can act in Smartsheet via API Token too. This page covers both directions: WorkflowMax's triggers and Smartsheet via API Token's actions are listed here as well.
Do I have to build a connector for Smartsheet via API Token or WorkflowMax?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Smartsheet via API Token and WorkflowMax without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.